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Just for Bookkeepers and Accountants

QBO's Automated Sales Tax Class

Alicia Pollock
Enrollment for this course is currently closed.

Intuit QuickBooks Online for Accountants (QBOA) has new practice management tools: the Work Center to track deadlines, shared documents, and Slack integration.

Class Description

Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). Join us to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, and Slack integration.

Instructional Level


Class Length

1 hour

Class Credits

1 CPE, Certificate of Completion


  • Our "QuickBooks® Online Fundamentals" course, or
  • Prior QBO® experience.


Who should take this class?

  • Business owners who collect Sales Tax
  • Bookkeepers and Accountants who need to know all the options to best advise their clients

What You’ll Learn 

  • Setting up the Sales Tax Center
  • How different States assess taxability (location-based vs. destination based vs. Use Tax)
  • When the Automated Sales Tax center is the right option, and when QBO’s “Manual” method is more appropriate
  • Applying the correct categories to Products and Services
  • Assigning default tax rates to Customers
  • Changing tax collected on the fly
  • Remitting Sales Taxes collected to the State
  • Making Adjustments to the amount paid

What Should You Bring? 

A pen. No computer is necessary.

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

Here is the course outline:

1. Where to take the class

Sat, 11/30/19 from 1:30-2:30pm PST Click the links below for instructions.

Please let us know how you will be attending!
Connect to the Zoom Webinar
Where to attend in person

2. Download the Handout

Download the handout that goes with the course.

3. Watch the Videos: QBO's Automated Sales Tax

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

Setting Up Automated Sales Tax
Applying Sales Tax
Remitting Sales Tax to the State

4. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Participation Quiz Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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